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RIA / WealthAdvisorCertified Financial Planner11 years in industry

TYLER MITCHELL ONDATJE

Advisor at APELLA WEALTH

Irvine, CA | WEST HARTFORD, CT

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Search this name across graphsid dfx:ria:989cb3e8-e3bb-cf34-e692-59b935cafd0a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APELLA WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 19, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Nov 19, 2014
First registration: Jun 13, 2016
Dual registered: no
IAPD individual key: 6342738

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APELLA WEALTH	Independent wealth	Mar 3, 2023	n/a	yes	WEST HARTFORD, CT\|Irvine, CA	Current employment
CLARITY WEALTH MANAGEMENT, INC.	Former SEC adviser	May 30, 2019	Apr 13, 2023	no	IRVINE, CA	Previous registration
ANCHOR CAPITAL	Asset manager	Oct 7, 2017	Jun 27, 2019	no	ALISO VIEJO, CA	Previous registration
SEASIDE WEALTH MANAGEMENT, INC.	Independent wealth	Mar 15, 2017	Aug 30, 2017	no	CARLSBAD, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jun 13, 2016	Dec 13, 2016	no	CARLSBAD, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLARITY WEALTH MANAGEMENT, INC.	APELLA WEALTH	Apr 13, 2023	Mar 3, 2023	-41	Firm change after gap	RIA to RIA
ANCHOR CAPITAL	CLARITY WEALTH MANAGEMENT, INC.	Jun 27, 2019	May 30, 2019	-28	Firm change	Other
SEASIDE WEALTH MANAGEMENT, INC.	ANCHOR CAPITAL	Aug 30, 2017	Oct 7, 2017	38	Firm change	Other
J.P. MORGAN SECURITIES LLC	SEASIDE WEALTH MANAGEMENT, INC.	Dec 13, 2016	Mar 15, 2017	92	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153258:171106:CA:2023-04-13	Apr 13, 2023	Mar 3, 2023	IRVINE, CA	Firm change after gap

Relationships

Registered with (5)

→ APELLA WEALTHRegistered adviserregistration: current employment
Mar 3, 2023 to presentfactForm ADV
→ CLARITY WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 30, 2019 to Apr 13, 2023factForm ADV
→ ANCHOR CAPITALRegistered adviserregistration: previous registration
Oct 7, 2017 to Jun 27, 2019factForm ADV
→ SEASIDE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 15, 2017 to Aug 30, 2017factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jun 13, 2016 to Dec 13, 2016factForm ADV

Dated events

Occurred
Apr 13, 2023
Advisor changed firm
Tyler Mitchell Ondatje left Clarity Wealth Management, Inc. for Apella Wealth (registered 2023-03-03)
Form ADVobserved 5 days ago